DA FINANCIAL ADVISORS, INC.

Overview

Da Financial Advisors, Inc. is organized as a corporation with individual ownership and positions itself as a financial planning practice. Its primary advisory activity is financial planning services; it does not report acting as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. The firm bills clients via hourly charges and fixed fees rather than asset-based fees. Industry affiliations listed for the firm include relationships with a broker-dealer, another investment adviser, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices